August 2007 Channel Counties Chapter Bulletin
In this Issue
President’s Message: Lots of Reasons to Join CalCPA
Chapter Events
Current Enforcement Priorities of the IRS
Audit Standards Update: The New Audit Risk Assessment Standards
Fraud
Annual Golf Tournament/Scholarship Fundraiser
Technology
Top 10 Individual Tax-Planning Issues for Your Client’s Financial Well-being
Estates & Trust
Interest Group Meetings
AP&AS (Santa Barbara)
AP&AS (Ventura)
Conejo Valley Discussion Group (Thousand Oaks)
Santa Barbara CPA Discussion Group
Ventura CPA Discussion Group
All Channel Counties Chapter Events
California CPA Education Foundation CPE in Area
CalCPA News
Celebrating Women CPAs
Resources
President’s Message
Lots of Reasons to Join CalCPA
By Cindy Young, CPA
A few months ago, a partner at a local CPA firm asked me why I thought it’d be worth his firm’s money to pay dues to CalCPA for all the professionals in his firm. He assured me that he would renew his own membership, but was curious to hear what I thought were the benefits to his firm of shelling out the bucks for each of the CPAs who worked for him.
I made a few suggestions, but I don’t think that either of us was convinced that I’d made a persuasive case for renewal. Since then, I have had more time to dwell on the question—plus I’ve recently returned from CalCPA’s Annual Members Business Meeting and Council meeting. Read on as I take another shot at answering his question.
It’s far from an “in your face” activity and something we might tend to take for granted, but each day in Sacramento, CalCPA’s government relations team advocates aggressively on our members’ behalf. When new legislation that could impact your work, your clients or your employer is introduced, you can count on our full-time team to make sure our profession’s interests are clearly and persuasively communicated to our legislators.
The enhancement of our image and promotion of our integrity as CPAs is another benefit of CalCPA membership. Public and media relations, print and radio advertising, as well as several well-established community outreach programs all combine to strengthen the public’s positive perception of our profession. Your participation makes these activities possible.
CalCPA members receive a plethora of essential information in the form of CalCPA Daily Clips, CalCPA BUZZ, your chapter newsletters and CalCPA Industry BUZZ, all via e-mail. The monthly magazine, California CPA, the annual Tax Bulletin and Technology & Business Resource Guide, as well as the peer review e-newsletter are all top-notch, informative publications provided by CalCPA.
Discussion forums, CalCPA listserves, podcasts, hotlines for questions about ethics, A&A, tax assistance and accounting education: all these services are available to CalCPA members. CPAs throughout California provide leadership and direction to their fellow members through their service on various CalCPA state committees. Through its affinity program, CalCPA has partnered with the likes of, among others, ADP, CC&H, QuickBooks, UPS and CPA Exam support through Kaplan, Becker and Roger Philipp. Some popular theme parks even offer members significant discounts.
In 2009 CalCPA will mark 100 years of service and support to our profession. Its mission: To increase the value and promote the integrity of the CPA profession; contribute to the success of our members; and strengthen client, employer, public and government trust in CalCPA member advice, work products and opinions.
CalCPA membership has hit more than 30,000—don’t be left out. Renew today if you have not done so. Encourage your colleagues and candidates to join. Membership entitles us to all these excellent services and promotes the continued success of our profession.
– Cindy Young, CPA
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Chapter Events
Current Enforcement Priorities of the IRS
Speaker: Dennis Perez, Esq.
Date: Tuesday, Aug. 21
Time: 8:30 a.m./registration; 9 a.m.–noon/program
Location: Hotel Mar Monte
CPE: 3 hours
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Audit Standards Update: The New Audit Risk Assessment Standards
Speaker: Thomas Noce
Date: Tuesday, Sept. 25
Time: 7:30 a.m./registration and breakfast; 8:30 a.m.–4:30 p.m./program
Location: Fess Parker Doubletree Resort; Santa Barbara
CPE: 8 hours
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Fraud
Speaker: Luis Tejeda, fraud technical adviser, IRS
Date: Wednesday, Oct. 17
Time: 8:30 a.m./registration and breakfast; 9 a.m.–noon/program
Location: Ventura Beach Marriott
CPE: 3 hours
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Annual Golf Tournament/Scholarship Fundraiser
Date: Monday, Oct. 22
Location: Montecito Country Club
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Technology
Speaker: David Cieslak
Date: Tuesday, Nov. 13
Time: 8:30 a.m./registration and breakfast; 9–noon/program
Location: Ventura Beach Marriott
CPE: 3 hours
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Top 10 Individual Tax-Planning Issues for Your Client’s Financial Well-being
Speaker: Noelle Allen
Date: Wednesday, Dec. 5
Time: 8:30 a.m./registration and breakfast; 9 a.m.–noon/program
Location: Fess Parker Doubletree Resort; Santa Barbara
CPE: 3 hours
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Estates & Trust
Speaker: Mary Kay Foss
Date: Tuesday, Jan. 8, 2008
Time: 8:30 a.m./registration and breakfast; 9 a.m.–noon/program
Location: Hotel Mar Monte; Santa Barbara
CPE: 3 hours
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Interest Group Meetings
AP&AS (Santa Barbara)
Date: Thursday, Aug. 16
Info: Interest Group Chair Tim O’Keeffe or (805) 963-1837.
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AP&AS (Ventura)
Date: Wednesday, Aug. 29
Time: 7:30 a.m.
Location: Soares, Sandall, Bernacchi & Petrovich; 405 E. Esplanade Drive, #300; Oxnard
Info: Raj Acharya or (805) 485-7965.
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Conejo Valley Discussion Group (Thousand Oaks)
Topic: Trust Accounting Issues
Speaker: Williams Downs, CPA
Date: Wednesday, Aug. 15.
Info: Interest Group Chair John Jackson.
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Santa Barbara CPA Discussion Group
Date: Tuesday, Aug. 28
Location: Santa Barbara Club; 1105 Chapala St.; Santa Barbara
Info: Interest Group Chair Cindy Young or chapter program associate Rita Williams.
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Ventura CPA Discussion Group
Topic: Financial Statement Presentations
Speaker: Al Partington
Date: Thursday, Aug. 30
Info: Interest Group Chair Garry Jones at (805) 778-1858 or chapter program associate Rita Williams.
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CalCPA News
Celebrating Women CPAs
Join us for a day of leadership development, professional growth and recognition as we celebrate California’s women CPAs and their tremendous contributions to the profession.
Attend Celebrating Women CPAs and leave with:
• A clear vision of the ascent of women within the CPA profession;
• Social and professional connections to last a lifetime;
• Action steps to effect social change;
• Keys to excelling as a mentor; and
• Strategies and tactics for managing and resolving conflict.
Confirmed notable speakers include California Assemblymember and CPA Fiona Ma and Judy Olian, dean of UCLA’s Anderson School of Management.
Don’t miss this phenomenal event, Friday, Oct. 19, at the Intercontinental Hotel in Century City.
Register today at www.calcpa.org or call (800) 922-5272.
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Resources:
Channel Counties Chapter Leadership
Program Associate: Rita Williams
Program Director: Gary Hammond
